Allworth Financial’s Xometry XMTR Stock Holding History

Allworth Financial’s Portfolio XMTR Stock Details XMTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.17K	Buy	200 +48	+32%	+$2.55K	﹤0.01%	3644
2025 Q4	$9.04K	Buy	152 +110	+262%	+$6.2K	﹤0.01%	3335
2025 Q3	$2.29K	Buy	42 +11	+35%	+$477	﹤0.01%	3939
2025 Q2	$1.05K	Buy	31 +7	+29%	+$205	﹤0.01%	3950
2025 Q1	$597	Buy	24 +5	+26%	+$157	﹤0.01%	3633
2024 Q4	$628	Buy	19 +4	+27%	+$113	﹤0.01%	3543
2024 Q3	$276	Hold	15	–	–	﹤0.01%	3537
2024 Q2	$213	Buy	+15	New	+$236	﹤0.01%	3542
2023 Q4	–	Sell	-7	Closed	-$119	–	3640
2023 Q3	$119	Buy	+7	New	+$132	﹤0.01%	3320
2023 Q1	–	Sell	-5	Closed	-$161	–	3304
2022 Q4	$161	Buy	+5	New	+$233	﹤0.01%	2838
2022 Q2	–	Sell	-4	Closed	–	–	2871
2022 Q1	$0	Buy	+4	New	+$183	﹤0.01%	2417

Other funds holding XMTR

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return